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Morris Retirement Advisors, LLC

SEC CIK
0001841816
Latest filing
Jul 8, 2026

GE holding history

General Electric Co in every 13F filed by Morris Retirement Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GE overviewAll 13F holders of GEFull Q2 2026 holdings

Shares (Q2 2026)
3,292
Value
$1.23M
% of portfolio
0.4%
Quarters held
10
Since Q1 2024
Holdings of GE by Morris Retirement Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,292$1.23M0.4%+1,596+94.1%AddedHolders
Q1 20261,696$481.3K0.2%+95+5.9%AddedHolders
Q4 20251,601$493.1K0.2%−1,488−48.2%ReducedHolders
Q3 20253,089$929.2K0.4%−128−4.0%ReducedHolders
Q2 20253,217$828.0K0.4%+100+3.2%AddedHolders
Q1 20253,117$623.8K0.3%+708+29.4%AddedHolders
Q4 20242,409$401.8K0.2%+56+2.4%AddedHolders
Q3 20242,353$443.7K0.2%−264−10.1%ReducedHolders
Q2 20242,617$416.1K0.2%+1,293+97.7%AddedHolders
Q1 20241,324$232.3K0.1%+1,324NewHolders